Small-cap AI stocks

The smallest listed companies of the AI and semiconductor supply chain, fastest-growing first.

US-listed, market capitalization under $2 billion at the last close. Sorted by revenue growth over a year in the latest reported quarter (the latest fiscal year for a company that reports once a year), from SEC filings; companies with less than $20 million of revenue over the last twelve months (or the latest fiscal year) come last, by market capitalization: on so small a base, a percentage says little. Prices as of Oct 6, 2026.

CompanyPriceYear to dateMarket capRevenue growthOperating marginPrice / salesTrend
Netlist (NLST)$5.65+535.6%$2.0B+163.4%1.2%5.9Uptrend
Soluna (SLNH)$1.08-8.1%$262.9M+144.6%-112.5%6.2Downtrend
HIVE Digital (HIVE)$2.94+13.8%$805.0M+73.5%—2.4Mixed
WhiteFiber (WYFI)$17.78+12.5%$690.5M+54.5%-32.1%7.3Downtrend
indie Semiconductor (INDI)$2.89-18.3%$668.8M+24.0%-54.8%2.9Downtrend
BigBear.ai (BBAI)$2.59-52.1%$1.2B+13.2%-77.7%9.4Downtrend
CEVA (CEVA)$36.12+67.8%$1.0B+13.1%-7.2%8.8Uptrend
Cerence (CRNC)$8.10-24.2%$366.4M+11.8%2.7%1.2Downtrend
Fluence (FLNC)$7.94-59.9%$1.5B+7.9%—0.6Downtrend
Grid Dynamics (GDYN)$7.82-13.5%$634.0M+7.0%1.2%1.5Uptrend
Photronics (PLAB)$30.97-3.2%$1.8B+2.7%21.1%2.1Mixed
Alpha & Omega Semiconductor (AOSL)$29.24+47.6%$884.8M-3.5%-6.4%1.3Mixed
Digi Power X (DGXX)$3.64+42.5%$368.6M-7.6%—10.8Downtrend
TSS (TSSI)$10.51+48.7%$296.6M-20.1%4.6%1.5Mixed
Wolfspeed (WOLF)$32.94+89.2%$1.7B-24.1%-77.1%2.6Uptrend
C3.ai (AI)$11.37-15.7%$1.8B-25.5%-187.6%7.9Uptrend
VNET Group (VNET)$5.33-37.1%$1.4B———Downtrend
POET Technologies (POET)$7.94+25.4%$1.1B+2494.6%—977.2Mixed
Nano Nuclear Energy (NNE)$16.79-30.1%$901.6M—-7393.7%—Downtrend
Lightwave Logic (LWLG)$5.75+77.5%$886.5M+27.9%-22195.2%3542.3Downtrend

More lists of AI stocks

A list filtered by published criteria, not a recommendation: not investment advice, not a pick.

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